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BXM Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BXM Wealth LLC
报告期 2026-03-31 · CIK 0002052379
持仓数
131
前50大市值合计
$101.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 92 项
建仓 18
增持 21
减持 40
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.4M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
666
-86%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.5M
6,605
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AVGO
BROADCOM INC
+$1.4M
14,396
-7%
增持
TQQQ
PROSHARES TR
+$1.1M
40,692
+4%
建仓
FDTX
FIDELITY COVINGTON TRUST
+$835.0K
21,405
减持
VB
VANGUARD INDEX FDS
-$827.4K
3,173
-56%
增持
SPXL
DIREXION SHS ETF TR
+$754.2K
15,372
+13%
减持
QQQ
INVESCO QQQ TR
-$744.2K
7,587
-27%
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$707.4K
0
-100%
建仓
SMHX
VANECK ETF TRUST
+$605.9K
19,338
减持
CVX
CHEVRON CORP NEW
-$547.3K
8,570
-20%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$547.1K
0
-100%
增持
ORCL
ORACLE CORP
+$524.1K
6,607
+0%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$518.1K
12,685
清仓
SQ
BLOCK INC
-$508.6K
0
-100%
减持
AAPL
APPLE INC
-$418.8K
20,951
-2%
减持
BOXX
EA SERIES TRUST
-$410.9K
6,590
-36%
增持
AMZN
AMAZON COM INC
+$364.6K
6,056
+21%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$353.5K
15,571
清仓
RIO
RIO TINTO PLC
-$349.1K
0
-100%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$332.5K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$324.3K
2,831
+13%
建仓
MTB
M & T BK CORP
+$310.4K
1,600
清仓
AJG
GALLAGHER ARTHUR J & CO
-$288.7K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$287.9K
26,174
-16%
减持
MSFT
MICROSOFT CORP
+$287.4K
3,469
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$278.5K
4,605
+12%
减持
IAU
ISHARES GOLD TR
-$266.0K
10,212
-33%
建仓
AXP
AMERICAN EXPRESS CO
+$260.3K
816
建仓
SHOP
SHOPIFY INC
+$259.0K
2,245
建仓
NFLX
NETFLIX INC
+$257.1K
200
增持
META
META PLATFORMS INC
+$257.1K
1,249
+8%
建仓
SMH
VANECK ETF TRUST
+$253.2K
908
清仓
DVN
DEVON ENERGY CORP NEW
-$253.0K
0
-100%
建仓
NRG
NRG ENERGY INC
+$244.9K
1,525
减持
JNJ
JOHNSON & JOHNSON
-$236.5K
3,682
-25%
建仓
NKE
NIKE INC
+$233.9K
3,243
建仓
BTI
BRITISH AMERN TOB PLC
+$228.4K
4,825
清仓
MRK
MERCK & CO INC
-$226.8K
0
-100%
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$221.0K
10,025
清仓
SPYU
BANK MONTREAL QUE
-$217.4K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$207.7K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$206.3K
57,276
+21%
清仓
DHR
DANAHER CORPORATION
-$206.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$203.5K
5,731
-4%
清仓
CAVA
CAVA GROUP INC
-$203.5K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$202.3K
850
建仓
BHP
BHP GROUP LTD
+$202.2K
4,205
建仓
SCHY
SCHWAB STRATEGIC TR
+$202.0K
7,385
减持
GOOGL
ALPHABET INC
+$201.0K
10,654
-1%
减持
HD
HOME DEPOT INC
-$187.8K
699
-42%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$185.9K
4,121
-1%
减持
IGM
ISHARES TR
-$172.5K
19,322
-25%
减持
MRVL
MARVELL TECHNOLOGY INC
-$144.9K
2,595
-54%
减持
NVDA
NVIDIA CORPORATION
+$138.4K
11,319
-26%
增持
TSLA
TESLA INC
+$113.1K
1,806
+4%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$110.1K
20,384
+29%
减持
DUK
DUKE ENERGY CORP NEW
-$107.8K
2,777
-22%
减持
KGC
KINROSS GOLD CORP
-$107.1K
12,450
-48%
减持
ABBV
ABBVIE INC
-$104.5K
3,681
-2%
减持
AMGN
AMGEN INC
-$103.2K
998
-19%
建仓
SBSW
SIBANYE STILLWATER LTD
+$88.7K
12,290
减持
FTNT
FORTINET INC
-$72.0K
4,600
-21%
减持
CVS
CVS HEALTH CORP
-$68.5K
4,183
-21%
增持
CAT
CATERPILLAR INC
+$66.8K
874
+5%
增持
COST
COSTCO WHSL CORP NEW
+$66.0K
1,394
+0%
减持
COP
CONOCOPHILLIPS
-$61.7K
3,205
-6%
减持
—
ACCENTURE PLC IRELAND
-$59.8K
2,283
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$59.2K
1,340
+6%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$57.5K
2,600
-2%
减持
QCOM
QUALCOMM INC
-$57.4K
3,634
-12%
增持
V
VISA INC
+$55.5K
977
+17%
减持
PG
PROCTER AND GAMBLE CO
-$53.0K
5,307
-1%
减持
GRNY
TIDAL TRUST I
-$52.5K
65,970
-22%
增持
WFC
WELLS FARGO CO NEW
+$48.8K
3,545
+8%
增持
IVV
ISHARES TR
+$48.1K
435
+10%
减持
NVS
NOVARTIS AG
+$41.0K
4,925
-1%
增持
—
EXXON MOBIL CORP
-$36.0K
4,545
+3%
减持
KO
COCA COLA CO
-$34.4K
3,090
-13%
增持
MA
MASTERCARD INCORPORATED
+$33.8K
1,491
+2%
增持
RF
REGIONS FINANCIAL CORP NEW
+$30.4K
10,925
+5%
减持
GCOW
PACER FDS TR
-$29.9K
8,075
-11%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$29.1K
14,082
+10%
减持
USMV
ISHARES TR
-$28.6K
15,674
-2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$27.0K
16,441
-13%
减持
KMI
KINDER MORGAN INC DEL
-$26.4K
13,096
-9%
减持
TNA
DIREXION SHS ETF TR
+$21.5K
26,775
-11%
减持
PH
PARKER-HANNIFIN CORP
+$16.2K
371
-7%
增持
MCD
MCDONALDS CORP
-$14.4K
1,254
+3%
减持
CRM
SALESFORCE INC
-$14.1K
2,172
-4%
减持
FDG
AMERICAN CENTY ETF TR
-$12.4K
5,105
-18%
